See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $235,107 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,470 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $113,925 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $15,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,180 | $67,679+194.3% | $155,509+28.1% | $99,062+101.1% |
| Participation rate | 93.8% | 67.2%+26.6pp | 78.2%+15.6pp | 71.6%+22.2pp |
| Annual return | 18.33% | 16.16%+2.2pp | 64.67%-46.3pp | 17.66%+0.7pp |
| Employer contribution / active EE | $14,071 | $2,268+520.3% | $4,672+201.2% | $3,262+331.4% |
| Participant deferral / active EE | $11,105 | $3,828+190.1% | $5,626+97.4% | $5,331+108.3% |
| Admin fee / account holder | $54 | $94-41.9% | $15,912-99.7% | $109-50.1% |